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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $482,189 | $95,979+402.4% | $74,551+546.8% | $135,380+256.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 8.42% | 56.97%-48.5pp | 32.53%-24.1pp | 519.81%-511.4pp |
| Employer contribution / active EE | $13,858 | $2,716+410.2% | $1,961+606.6% | $4,779+190.0% |
| Participant deferral / active EE | $9,257 | $3,844+140.8% | $3,108+197.8% | $5,609+65.0% |
| Admin fee / account holder | $15,790 | $6,522+142.1% | $5,059+212.1% | $10,828+45.8% |